Purchases and Sales Made in Q2 2023 in Ishares Russell 1000 Val ETF (IWD)

IWD Quotes by TradingView

This table provides information about the institutional ownership of Ishares Russell 1000 Val ETF (IWD) during Q2 2023. The information is specifically focused on institutions that hold shares of ISHARES RUSSELL 1000 VAL ETF.

Report Date Institution (Fund) Operation Option Shares change Value Range Shares Held Trade History
Sep 05, 2023 Q2 2023
Westshore Wealth, LLC

BUY
 -
1.37K
+ 2.08%
$204K - $217K
67.3K $13M
Aug 14, 2023 Q2 2023
Snowden Capital Advisors LLC

New York, NY
BUY
 -
1.36K
+ 4.21%
$202K - $215K
33.7K $6.53M
Jul 26, 2023 Q2 2023
American Institute For Advanced Investment Management, LLP

BUY
 -
1.34K
+ 4.22%
$200K - $212K
33.1K $6.43M
Jul 14, 2023 Q2 2023
Patten & Patten Inc

BUY
 -
1.34K
New
$199K - $211K
1.34K $259K
Jul 31, 2023 Q2 2023
Wakefield Asset Management Lllp

Englewood, CO
BUY
 -
1.33K
+ 7.51%
$198K - $211K
19.1K $3.7M
Aug 11, 2023 Q2 2023
Trek Financial, LLC

Scottsdale, AZ
BUY
 -
1.33K
New
$198K - $211K
1.33K $259K
Jul 24, 2023 Q2 2023
Dfpg Investments, LLC

BUY
 -
1.32K
New
$195K - $208K
1.32K $255K
Jul 24, 2023 Q2 2023
My Purposeful Wealth Corp.

Omaha, NE
BUY
 -
1.31K
New
$195K - $207K
1.31K $255K
Jul 14, 2023 Q2 2023
Insight Wealth Strategies, LLC

San Ramon, CA
BUY
 -
1.31K
New
$194K - $207K
1.31K $254K
Jul 11, 2023 Q2 2023
Ars Investment Partners, LLC

BUY
 -
1.3K
New
$193K - $205K
1.3K $252K
Aug 10, 2023 Q2 2023
D.A. Davidson & Co.

BUY
 -
1.29K
+ 4.88%
$192K - $204K
27.8K $5.39M
Aug 09, 2023 Q2 2023
Texas Capital Bancshares Inc

BUY
 -
1.29K
New
$192K - $204K
1.29K $251K
Oct 10, 2023 Q2 2023
Ratio Wealth Group

Denver, CO
BUY
 -
1.29K
New
$191K - $203K
1.29K $250K
Jul 12, 2023 Q2 2023
Phocas Financial Corp.

Alameda, CA
BUY
 -
1.28K
+ 19.34%
$189K - $201K
7.87K $1.53M
Jul 14, 2023 Q2 2023
Valeo Financial Advisors, LLC

BUY
 -
1.27K
+ 2.26%
$189K - $200K
57.5K $11.1M
Aug 09, 2023 Q2 2023
Cetera Investment Advisers

Schaumburg, IL
BUY
 -
1.25K
+ 0.26%
$186K - $198K
477K $92.4M
Aug 14, 2023 Q2 2023
Union Savings Bank

Litchfield, CT
BUY
 -
1.24K
New
$184K - $195K
1.24K $240K
Aug 14, 2023 Q2 2023
Inter Ocean Capital Group, LLC

Nashville, TN
BUY
 -
1.23K
+ 29.64%
$183K - $194K
5.38K $1.04M
Aug 14, 2023 Q2 2023
Re Dickinson Investment Advisors, LLC

Council Bluffs, IA
BUY
 -
1.23K
+ 2.99%
$182K - $194K
42.2K $8.19M
Jul 11, 2023 Q2 2023
Gradient Investments LLC

BUY
 -
1.22K
+ 73.85%
$181K - $192K
2.87K $556K
Aug 14, 2023 Q2 2023
Insigneo Advisory Services, LLC

Miami, FL
BUY
 -
1.2K
+ 52.06%
$179K - $190K
3.51K $681K
Aug 07, 2023 Q2 2023
Ropes Wealth Advisors LLC

Boston, MA
BUY
 -
1.16K
+ 13.21%
$172K - $182K
9.91K $1.92M
Aug 09, 2023 Q2 2023
Coastal Investment Advisors, Inc.

Wilmington, DE
BUY
 -
1.12K
New
$166K - $176K
1.12K $216K
Aug 07, 2023 Q2 2023
Chicago Partners Investment Group LLC

BUY
 -
1.11K
+ 2.15%
$165K - $176K
52.9K $10.3M
Jul 14, 2023 Q2 2023
Kmg Fiduciary Partners, LLC

BUY
 -
1.1K
+ 1.68%
$164K - $174K
66.9K $13M
Aug 28, 2024 Q2 2023
Centennial Bank/Ar/

Conway, AR
BUY
 -
1.08K
+ 3.73%
$160K - $170K
29.9K $5.8M
Aug 01, 2023 Q2 2023
Hazlett, Burt & Watson, Inc.

BUY
 -
1.05K
+ 947.75%
$156K - $166K
1.16K $226K
Aug 10, 2023 Q2 2023
Fidelis Capital Partners, LLC

Tampa, FL
BUY
 -
1.02K
+ 71.9%
$151K - $160K
2.43K $471K
Aug 14, 2023 Q2 2023
Resurgent Financial Advisors LLC

Atlanta, GA
BUY
 -
1.01K
+ 5.45%
$150K - $159K
19.6K $3.79M
Aug 01, 2023 Q2 2023
Bdo Wealth Advisors, LLC

Jacksonville, FL
BUY
 -
978
+ 36.92%
$145K - $154K
3.63K $703K
Aug 10, 2023 Q2 2023
Washington Trust Bank

BUY
 -
973
+ 49.92%
$145K - $154K
2.92K $567K
Aug 14, 2023 Q2 2023
Logan Capital Management Inc

Newtown Square, PA
BUY
 -
968
+ 16.68%
$144K - $153K
6.77K $1.31M
Jul 12, 2023 Q2 2023
Stillwater Capital Advisors, LLC

BUY
 -
965
+ 6.43%
$143K - $152K
16K $3.1M
Jul 14, 2023 Q2 2023
Venture Visionary Partners LLC

BUY
 -
940
+ 23.56%
$140K - $148K
4.93K $956K
Aug 08, 2023 Q2 2023
Soltis Investment Advisors LLC

St. George, UT
BUY
 -
922
+ 50.72%
$137K - $146K
2.74K $531K
Jul 20, 2023 Q2 2023
Towerpoint Wealth, LLC

Sacramento, CA
BUY
 -
909
+ 3.03%
$135K - $143K
30.9K $5.99M
Jul 20, 2023 Q2 2023
Rnc Capital Management LLC

BUY
 -
900
+ 9.68%
$134K - $142K
10.2K $1.98M
Jul 18, 2023 Q2 2023
David Katz Matrix Asset Advisors Inc
BUY
 -
873
+ 56.21%
$130K - $138K
2.43K $470K
Aug 14, 2023 Q2 2023
State Street Corp

Boston, MA
BUY
 -
872
+ 1.22%
$130K - $138K
72.3K $14M
Jul 10, 2023 Q2 2023
Sg Americas Securities, LLC

BUY
 -
869
+ 5.4%
$129K - $137K
17K $3.29M
Aug 01, 2023 Q2 2023
Loring Wolcott & Coolidge Fiduciary Advisors LLP

BUY
 -
858
+ 9.91%
$127K - $135K
9.52K $1.85M
Aug 08, 2023 Q2 2023
Geneos Wealth Management Inc.

BUY
 -
845
+ 3.77%
$126K - $133K
23.3K $4.51M
Aug 08, 2023 Q2 2023
Ken Fisher Fisher Asset Management, LLC | Camas, Wa
BUY
 -
818
+ 36.21%
$122K - $129K
3.08K $597K
Aug 02, 2023 Q2 2023
Oppenheimer Asset Management Inc.

New York, NY
BUY
 -
811
+ 1.36%
$120K - $128K
60.5K $11.7M
Aug 14, 2023 Q2 2023
Lgt Financial Advisors LLC

Dallas, TX
BUY
 -
810
New
$120K - $128K
810 $157K
Aug 03, 2023 Q2 2023
Northwest Capital Management Inc

BUY
 -
803
New
$119K - $127K
803 $156K
Aug 07, 2023 Q2 2023
Betterment LLC

New York, NY
BUY
 -
803
+ 57.98%
$119K - $127K
2.19K $424K
Aug 11, 2023 Q2 2023
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management

BUY
 -
803
+ 18.58%
$119K - $127K
5.13K $994K
Aug 03, 2023 Q2 2023
Barclays PLC

London, X0
BUY
 -
798
+ 1.66%
$119K - $126K
48.8K $9.47M

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